Second Vice President of National Design/Advanced Planning
Member of the American and Connecticut Bar Associations.
BS degree (Accounting and Finance) from Central Connecticut State University; J.D. degree from the University of Bridgeport School of Law; MBA (Finance) degree from the University of Connecticut; and LL.M. (Taxation) degree from Boston University School of Law.
Ben T. Huddle, CFP®, MBA, CRPC®
Director of Financial Advisory Services
Areas of expertise: the development, training, and implementation of fee-based financial planning within the firm including the integration of the investment and comprehensive financial planning processes.
Master’s in Business Administration from The University of Houston, Bachelor’s degree in Industrial Management from Purdue University.
Timothy S. Johnson, J.D.*, CRPC
Chief Investment Strategist
Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management.
BA in Political Science from Lipscomb University in 1981 and graduated from Vanderbilt University School of Law. Holds a Series 7 registration.
* Not practicing.
Lauren Anne Olsen, CFP®, CLU®, ChFC®, FLMI
Director of Planning
Primary area of expertise servicing as life insurance specialist working on case development, product design, in force analysis and general life insurance.
Lauren has been instrumental in formulating the Life Growth Team, a group of specialists within the national planning team dedicated to providing training, identifying life insurance opportunities, and promoting concepts, sales themes, products and resources.
Dianna Parker, CFP®
Director of Planning
Primary area of expertise: Broad knowledge of complex estate planning, business succession planning and retirement planning concepts. Frequently hosts a variety of nationally disseminated educational sessions focused on current tax law and financial planning strategies.
Summa cum laude, Master's degree graduate from Southern Methodist University.
Donna L. Rowan, J.D.*, LL.M., CLU®, CHFC®
National Design/Advanced Planning Attorney
Expertise in the areas of personal and corporate income taxation, as well as estate, gift and trust taxation. Member of the Connecticut and American Bar Associations.
BA degree in English from State University of New York at Buffalo; J.D. from Western New England College School of Law; LL.M. (Taxation) from Boston University School of Law.
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Securities: Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Washington, West Virginia
Insurance: California, Florida, Massachusetts, Michigan, Minnesota, North Carolina, New Jersey, Ohio, Pennsylvania, South Carolina, Tennessee, Washington
James R. Schaffer:
California Insurance License #0K35742
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*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.